Anic Equity¶
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Total return since start: 0.629 %¶
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Equity now: -----------------------------> 49752.96 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 45691.93 Kr¶
PnL: ---------------------------------------> 635.93 Kr¶
DD now: ---------------------------------> -6.339 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-04 16:51:54.172560'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | 0.490000 | 1668.960000 | 199.960000 | 13.610000 | 1468.999998 |
| Sedana Medical | 93 | 4.200000 | 2676.540000 | 155.540000 | 6.170000 | 2521.000011 |
| Orrön Energy | 180 | 6.430000 | 2188.800000 | 145.800000 | 7.140000 | 2043.000000 |
| Atrium Ljungberg B | 5 | 4.360000 | 994.000000 | 59.000000 | 6.310000 | 935.000000 |
| Platzer Fastigheter Holding B | 12 | 5.200000 | 1020.000000 | 59.000000 | 6.140000 | 960.999996 |
| Catena | 2 | 4.280000 | 837.600000 | 45.600000 | 5.760000 | 792.000000 |
| Sagax B | 4 | 3.740000 | 899.200000 | 45.200000 | 5.290000 | 854.000000 |
| JM | 6 | 3.490000 | 908.400000 | 44.400000 | 5.140000 | 864.000000 |
| Hoist Finance | 35 | 1.740000 | 1022.000000 | 42.000000 | 4.290000 | 980.000000 |
| Sagax A | 4 | 4.190000 | 896.000000 | 42.000000 | 4.920000 | 854.000000 |
| VEF | 909 | 4.000000 | 1890.720000 | 40.720000 | 2.200000 | 1850.000436 |
| Hexatronic Group | 12 | 3.400000 | 1001.040000 | 34.040000 | 3.520000 | 966.999996 |
| BioGaia B | 8 | 1.800000 | 951.200000 | 21.200000 | 2.280000 | 930.000000 |
| Biotage | 7 | 1.560000 | 957.600000 | 16.600000 | 1.760000 | 940.999997 |
| Bilia A | 8 | 1.600000 | 914.400000 | 14.400000 | 1.600000 | 900.000000 |
| Byggmax Group | 33 | 1.800000 | 970.200000 | 14.200000 | 1.490000 | 956.000001 |
| Gränges | 9 | 1.360000 | 940.500000 | 12.500000 | 1.350000 | 927.999999 |
| Clas Ohlson B | 12 | 0.920000 | 983.400000 | 10.400000 | 1.070000 | 972.999996 |
| HEXPOL B | 9 | 0.000000 | 1027.800000 | 6.800000 | 0.670000 | 1020.999996 |
| EQT | 4 | 1.210000 | 838.000000 | 6.000000 | 0.720000 | 832.000000 |
| OX2 | 13 | 1.450000 | 954.200000 | 4.200000 | 0.440000 | 949.999999 |
| AcadeMedia | 8 | 1.000000 | 404.800000 | 2.800000 | 0.700000 | 402.000000 |
| ASSA ABLOY B | 3 | 0.350000 | 778.500000 | -0.500000 | -0.060000 | 779.000001 |
| Alimak Group | 11 | 0.120000 | 918.500000 | -9.500000 | -1.020000 | 927.999996 |
| Nordic Waterproofing Holding | 7 | 1.340000 | 956.200000 | -10.800000 | -1.120000 | 966.999999 |
| Creaspac SPAC | 39 | 0.210000 | 3705.000000 | -13.000000 | -0.350000 | 3717.999987 |
| Addnode Group B | 11 | 0.120000 | 902.550000 | -18.450000 | -2.000000 | 921.000003 |
| SKF B | 5 | -1.370000 | 919.250000 | -20.750000 | -2.210000 | 940.000000 |
| Hexagon B | 26 | 1.380000 | 3437.200000 | -23.800000 | -0.690000 | 3461.000010 |
| Vitec Software Group B | 2 | 2.020000 | 1063.000000 | -24.000000 | -2.210000 | 1087.000000 |
| Indutrade | 5 | 2.500000 | 1190.000000 | -28.000000 | -2.300000 | 1218.000000 |
| Latour B | 4 | -0.020000 | 817.800000 | -39.200000 | -4.570000 | 857.000000 |
| INVISIO | 16 | 0.890000 | 3632.000000 | -57.000000 | -1.550000 | 3689.000000 |
| Bufab | 3 | -0.460000 | 1048.200000 | -60.800000 | -5.480000 | 1109.000001 |
| BHG Group | 97 | 1.720000 | 1378.370000 | -80.630000 | -5.530000 | 1458.999989 |
| TOTAL | 45691.930000 | 635.930000 | -6.33917% | 45056.000411 |
Updated:¶
'2023-07-04 16:52:11.460204'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
